"Transitioners"

As the day gets closer that you want to change your life and close out your career, you have a ton of decisions to make. You may have questions that need to be answered like:

Should I start reducing the amount of stock investments that I own?

What are the best ways to produce income at the lowest risk?

Do I have a plan on how to withdraw money from my portfolio?

How much can I safely withdraw to give me the best chance of not running out of money?

Do I truly understand my risk tolerance? Have I been asked the right questions?

These are all very important questions and there are many more. We help our clients answer these questions and lots of additional ones. We have worked hard to hone our skills in the lost art of listening. We base our decisions on how we to best serve you by applying what you have told us and not just what we want to hear.

Some questions you might have about us

If this sounds like your current situation, please connect with us to schedule an initial discussion.

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The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.